Laurels

Best Financial Advisors in Madison
2020

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Madison Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 70 48 17

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Find Your Financial Advisor Match

We've helped tens of thousands of people find top local financial advisors.

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Blackhorn Partners

Blackhorn Partners is a wealth management firm with offices in Chicago, Illinois and Madison, Wisconsin. The firm focuses on multi-generational planning for families. Financial comfort services involve managing assets, generating income, mitigating taxes, saving for the future, and meeting lifestyle needs. The legacy planning services include estate directives and maintenance, charitable contributions, wills, and living legacy plans. There are also risk management strategies, such as income replacement, family security, individual health plans, business protection, and long term care insurance. Retirement plans address future goals, life changes, health concerns, housing alternatives, and lifestyle expectations. The firm also addresses children's financial needs.

Madison, WI 53703

Website

Custer Financial Services

Custer Plumb Financial Services has offered investment advice to Madison-area clients since 1981. Its typical services include retirement planning, investment management, estate planning, insurance options and recommendations, tax planning, lifestyle upkeep strategies, and money management solutions. In addition, the company introduces clients to charities around the world. The team of advisers volunteers their resources and time to these nonprofits on an annual basis. Fifteen percent of the firm's annual revenue goes to nonprofit outreach surrounding local, regional, country-wide, and international causes.

EnRich Financial Partners

EnRich Financial Partners is a Madison-based financial advisory firm. Its advisers can act as family CFOs to handle multiple aspects of a family's finances. Clients also receive investment recommendations and wealth management strategies. The firm develops solutions for businesses, families, and individuals. As a family's CFO, the company creates, implements, and monitors long-term financial plans to grow assets and meet goals. Advisers focus on retirement income planning and portfolio management. The team has more than five decades of combined experience, and their investment recommendations are systematic and straight-forward. Portfolios are built around academic research that identifies factors in long-term returns.

Evolution Financial LLC

Evolution Financial is a Madison-based financial advisory firm concentrating on life transition planning and assistance for nationwide clients. The company offers budget planning, investment management, retirement planning, family change consulting, tax planning, career change solutions, and charitable giving strategy services. Each client receives a financial plan tailored to their circumstances and concerns. After the implementation, the firm monitors the plan's performance for two months to make sure the assets grow as projected. Clients can have their assets managed on an ongoing basis after this if they so choose. The firm offers investment management regardless of a client's total net worth.

Madison, WI 53704

Website

Financial Wealth Management, LLC

Financial Wealth Management is a financial advisory firm located in Madison. The company's main focuses are asset allocation, retirement planning, business succession planning, and insurance options. Each retirement plan considers lifetime income needs, healthcare needs, estate protection solutions, cost of living, Social Security maximization strategies, employee retirement benefits maximization strategies, traditional IRAs, and Roth IRAs. The asset allocation strategies are personalized recommendations based on clients' goals, risk tolerances, investment preferences, time limits, and tax liabilities. Meanwhile, the insurance planning analyzes and recommends life, long term care, disability, health, and dental policies, along with group health benefits.

Madison, WI 53711

Website

Forward Investment Advisors Inc.

Forward Investment Advisors is an investment management firm that's served Madison clients for nearly three decades. The customized client portfolios use a combination of no-load mutual funds and stocks. Clients receive quarterly market commentaries, performance reports, and detailed investment reports. The firm also offers financial planning services, including a net worth statement, investment analysis, risk analysis, insurance recommendations, goal identification, education funding strategies, and retirement needs analysis. For clients with existing portfolios, the second opinion services provide investment recommendations and strategies on an hourly basis. Company chairman Raymond Unger is a Chartered Financial Analyst with a BBA.

Madison, WI 53719

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Isthmus Partners, LLC

Isthmus Partners is a Madison-based investment management and financial advisory firm. For individuals and families, its consulting services include comprehensive planning, risk tolerance analysis, portfolio allocation, preparation of investment policy statements, and ongoing strategy monitoring. In addition, the advisers can partner with estate planning attorneys, tax professionals, and bankers to create more in-depth financial solutions. Institutions have access to investment management strategies that include future growth planning, company valuations, risk evaluations, and risk management. The firm analyzes equity markets to find efficient, low-risk investment opportunities that generate income on a long-term basis. The exact investment strategy varies with the size of the institution.

Madison, WI 53703

Website

Legacy Advisor Network

Legacy Advisor Network is a Madison-based wealth management firm with almost $500 in current managed assets. It serves clients throughout the nation, though there are specialized focuses on Northern Illinois and Wisconsin. With a company history dating back to 1913, the firm now is composed of nearly 30 independent financial advisers. The firm's services include investment planning and management, insurance options, other risk management strategies, business planning, retirement planning, estate planning, and comprehensive wealth management. The insurance choices cover security during wealth transfers, solutions for businesses to retain their key employees with ideal benefits, and disability income policies.

McKinley Money LLC

McKinley Money is a Registered Investment Adviser offering advice and asset management to clients in Eau Claire and Madison. Company founder Kevin McKinley has over three decades of experience in the financial advisory industry. Typical clients are families and individuals with a minimum of $500,000 in investable assets. The firm specializes in pre-retirement wealth accumulation, cash flow planning for retirees, college tuition funding strategies, tax reduction planning, and efficient charitable giving strategies. Kevin can also coordinate the estate planning and tax reduction efforts with attorneys and accountants.

Madison, WI 53705

Website

Perk Planning

Perk Planning is a Registered Investment Advisory firm located in Madison. The company's live planning session services are optimized for clients who only have a few questions, want independent clarification and prioritization of their goals, or need a second opinion. The deep dive services cover multiple aspects of a client's finances with fees that vary depending on the complexity. Clients can use their periodic review services to monitor and adjust their financial plans over time. The firm also offers an ongoing client program that provides ongoing plan access, priority appointment booking, prompt responses to questions, and discounted overall planning services.

Madison, WI 53703

Website

Poehling Capital Management

Poehling Capital Management is a Registered Investment Advisory firm based in Madison. The company's estate planning services include financial preparation, collaboration with tax and legal representatives, wealth transfer strategies, including trusts and wills, charitable giving strategies, and estate tax mitigation. In addition, the advisors conduct family meetings to explain estate plans to the beneficiaries. The firm also offers tax-efficient portfolio management strategies to help clients generate income and reach their goals. Before investing in any company, the firm investigates its performance and overall market data to decide if the investment is worth the risk.

Madison, WI 53717

Website

Retirement Income Strategies

Retirement Income Strategies is a financial services firm concentrating on retirement income planning solutions for pre-retirees and retirees. The firm's offices are located in Evansville, Middleton, Madison, and Brookfield. Each retirement income strategy covers income planning, wealth accumulation strategies, asset protection recommendations, life insurance, annuities, tax minimization strategies, long term care insurance, and 401(k) and IRA rollovers. The firm also refers clients to other professionals who can handle trusts, probate, nonprofit donation, in-depth tax planning, estate planning, and IRA legacy planning. Additional investment options include fixed annuities, variable annuities, fixed index annuities, and immediate annuities.

RMR Wealth Advisors

RMR Wealth Advisors is a Monona-based financial firm offering comprehensive wealth management, retirement planning, family financial services, and business consultations for professionals, business owners, and high net-worth clients. As a Registered Investment Advisor, the firm's Certified Financial Planners offer unbiased advice. The company also creates educational resources to teach women how to face their unique financial challenges. Family financial services include investment management, custodial selection, portfolio performance reporting, cash flow analysis, budgeting, net worth statements, tax and income planning, retirement planning, business assessments, real estate consulting, bank financing negotiations, trust management, and liability avoidance insurance planning.

Madison, WI 56716

Website

SVA Financial Group

SVA Financial Group has served the Appleton, Brookfield, Madison, and Sioux Falls communities for over two decades. Currently, it manages more than $2.5 billion in client assets. Typical services include personal investment strategies, individual retirement services, retirement plans for businesses, trust and estate planning, tax planning, and impact investing. In addition, the firm has specialized services that address the unique concerns of professional women, physicians, and university students. Clients can receive consultations regarding life transitions like marriage, divorce, birth of children, changing healthcare needs, sudden inheritance, and business ownership transitions. The company's retirement planning strategies aim to retain employees.

Madison, WI 53717

Website

Thun Financial Advisors

Thun Financial Advisors is a Madison-based financial planning and investment management firm specializing in American expatriates and cross-border investors. The cross-border planning services include goal setting, retirement needs analysis, college planning analysis, asset valuation, cash flow planning, investment strategies, tax minimization solutions, and insurance recommendations. Clients also receive recommendations regarding the types of retirement plans. The firm helps international clients understand and mitigate their United States tax obligations, sometimes working with attorneys and accountants. The estate planning services acknowledge and embrace the inherent complexities of United States citizens living abroad. Clients can also receive cross-border philanthropy strategies.

Tota Vita Financial Associates

Tota Vita Financial Associates is a financial advisory firm that serves clients in the Madison area. Its services include customized financial planning, advanced investment planning, legacy planning, estate planning, retirement planning, business succession planning, risk management options, and charitable giving strategies. The succession planning services involve coordinated efforts from a team of consultants who offer financial assistance, documentation management, and emotional support. Clients of all ages can benefit from the goal-based retirement planning options, which help pre-retirees prepare for the retirement transition and enables retirees to generate consistent income through their portfolios.

Walkner Condon Financial Advisors

Walkner Condon Financial Advisors is a wealth management and financial planning firm serving families and individuals in Milwaukee and Madison. Clients can choose strategic investment plans, which prioritize low expenses and tax-efficiency to generate regular income. The dynamic plans use a diversified portfolio to create more pronounced growth with security selections and active rebalancing. ESG plans are the highest risk and are focused on aggressive growth through investments in socially responsible industries. Clients can also dictate their level of ongoing investment management by choosing the gold, platinum, or diamond service model. Diamond is reserved for clients with assets over $3 million.

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